2014 -now Managing Director- Fixed Income Portfolio Manager @
2012 -2014 Senior Investment Officer @ Catalyst Corporate Credit Union
1986 -2011 Managing Director @
Tim McWilliams Education
Adelphi University
(Economics)
1982-1985
Tim McWilliams Skills
Leadership
Series 63
Financial Advisory
Banking
Bonds
Fixed Income
Retirement Planning
Sales
Wealth Management Services
Portfolio Management
Capital Markets
Investments
Bloomberg
Finance
Institutional Investments
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
MBS
Strategic Financial Planning
Securities
Investment Strategies
Risk Management
Asset Management
Financial Analysis
Series 24
Credit Unions
Investment Banking
Strategic Financial
Trading
Series 7
Institutional
Financial Markets
Tim McWilliams Summary
Tim McWilliams, based in Texas, United States, is currently a Managing Director- Fixed Income Portfolio Manager at Fidelity Investments. Tim McWilliams brings experience from previous roles at Catalyst Corporate Credit Union and First Empire Securities. Tim McWilliams holds a 1982 - 1985 Adelphi University. With a robust skill set that includes Leadership, Series 63, Financial Advisory, Banking, Bonds and more. Tim McWilliams has 1 emails and 2 mobile phone numbers on RocketReach.
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